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June 2024

Know-how

How to Write Meeting Minutes in 2024 (+ Templates)

Learn how to write meeting minutes with our expert guide. Explore step-by-step techniques, downloadable templates, and insider tips for creating clear, actionable notes in 2024.

Sofia
Growth Content Editor
Overview

In meetings, we often struggle to listen, talk, and take notes all at once. Later, our scribbles don't make much sense. There's a better way: learning to write meeting minutes that actually capture what matters. It's a skill that can turn confusing notes into a clear record of important decisions and discussions.

Meeting Minutes Made Easy

Whether you’ve been assigned the responsibility of recording notes for a board meeting or appointed as the Secretary for your organization’s Board, generating effective meeting minutes doesn’t need to be a daunting endeavor. This article offers tips to assist you in getting started with preparing impactful meeting minutes. We’ll explore:

🧩 The key components of highly effective meeting minutes

📝 A simple yet robust step-by-step process for composing meeting minutes

🎨 3 tried-and-true templates for every meeting scenario

📋 The importance of understanding the meeting format

🧠 Expert tips and techniques to take your minutes to the next level

🤖 How AI tools like Jamie can streamline your meeting minutes

Whether you’re a seasoned note-taker or a novice in the world of meeting minutes, this guide will equip you with the tools, techniques, and strategies to become a master of meeting notes.

people having meeting taking meeting minutes

Meeting Minutes 101: Understanding the Basics

Before we delve into the nuances of how to write effective meeting minutes, let’s understand what they are. Meeting minutes are a formal record of discussions, decisions, and actions taken during a meeting. They capture information accurately and concisely, serving as an integral part of the corporate communication chain.

What Are Meeting Minutes?

Meeting minutes, also known as MoM (minutes of meeting), can be described as the written record of all that transpired during a meeting. They are utilized to notify people who weren’t present about what occurred, or to record what was agreed upon during the meeting so it can be revisited and used to guide future decisions.

Meeting minutes are an official record of the meetings, highlighting the essential issues discussed, proposals, resolutions, and actions that need to be executed. A meeting’s minutes usually document the following key elements:

📅 Meeting Details: The meeting date, time, and venue of the meeting, along with a list of attendees and those who were absent.

🎯 Meeting Agenda: The topics that were discussed in the meeting, along with the major points raised under each agenda item.

💡 Decisions Made: The conclusions reached or decisions made in the meeting, along with the rationale behind the decisions.

Action Items: The tasks assigned during the meeting, along with their respective deadlines and the individuals or teams responsible for executing them.

🔗 Supporting Documents: Any relevant documents or datasets that were referred to or shared during the meeting.

What Are The Steps Involved In Meeting Minutes?

The five essential steps are:

  1. Preparation
  2. Note-taking during the meeting
  3. Composing or transcribing the minutes
  4. Sharing or distributing the meeting minutes
  5. Storing or filing the minutes for future reference

The Goal of Meeting Minutes

The term “minutes” can be a bit misleading, as your Board or committee doesn’t require or want a minute-by-minute record of the meeting proceedings! However, it’s crucial to capture the key points of the meeting, such as:

  • Decisions reached (motions proposed, votes, etc.)
  • Upcoming steps planned
  • Identification and monitoring of action items
  • Details of the next meeting (date, time, location, purpose)

Minutes serve as a concrete record of the meeting for attendees and a source of information for members who couldn’t attend. In certain situations, meeting minutes can serve as a point of reference, such as:

  • When the outcomes of a meeting influence other collaborative projects or activities within the organization
  • Minutes can be used to inform (or remind) individuals of tasks assigned to them and/or deadlines

Why Are They Referred to as Minutes of a Meeting? 🤔

The term "minutes of a meeting" has nothing to do with tracking time. It's actually from the Latin "minuta scriptura," which means "small notes." So, "minutes" here refers to detailed notes taken during a meeting, not the passage of time. It's all about keeping a clear record for future reference, capturing the key points, decisions, and actions.

image showing laptop and agenda for writing meeting minutes

What Are The Three Types of Meeting Minutes?

  • Action Minutes: These focus on the decisions made and the actions to be taken, providing a clear record without detailing the discussion that led to these decisions. These are typically used in regular team meetings or project updates. During a project meeting, it is crucial to record details such as action items, responsible individuals, and deadlines to ensure accountability and progress tracking.
  • Discussion Minutes: These capture both the decisions and the deliberations within the meeting, offering insight into the rationale behind each decision. This type is valuable for understanding the context of decisions and actions.
  • Verbatim Minutes: This type provides a word-for-word transcript of the meeting, capturing every comment, question, and reply. While labor-intensive and often too detailed for routine business contexts, verbatim minutes are essential in legal and formal settings where precision is key.

Now that we’ve covered the basics, let’s uncover the step-by-step process of writing highly effective meeting minutes.

How to Take Meeting Minutes: A Step-by-Step Guide

Writing meeting minutes is a skill that refines over time and with practice. But to help you fast-track the process, we've simplified it into a tried-and-tested, step-by-step guide.

Step 1: Pre-Meeting Prep and Setting the Meeting Agenda

A little preparation goes a long way in ensuring you're well-equipped to capture efficient meeting minutes. Here's what you need to do:

  • Review the meeting agenda well ahead of the meeting to understand its purpose and the topics to be discussed.
  • Have your preferred note-taking tool ready and set up before the meeting commences. If technology is involved, make sure all devices and applications are functioning optimally.
Pro Tip: Arrive a few minutes early to get settled and mentally prepared to take on the role of note-taking.
people having meeting taking meeting minutes

Step 2: Capture the Meeting Details and Meeting Attendees

As the meeting progresses, your main task is to document what’s happening. Here’s how to do it efficiently:

  • As the meeting kicks off, note down the logistical details - meeting date, time, the attendees, and the ones who gave it a miss.
  • Use the meeting’s agenda as a rough outline for your minutes, using each agenda item as a separate section in your notes. As each item is discussed, jot down the key points raised, decisions made, and tasks assigned.
  • Remember, your focus should be on documenting the outcomes of the discussion, not the entire dialogue. Make a note of any crucial agreements, decisions, and action items as they come up.
Pro Tip: Don't hesitate to ask for clarification if something is unclear or you miss a point. It's better to clarify during the meeting than to decipher cryptic notes later.

Step 3: Refining the Notes

After the meeting concludes, while the discussions are still fresh in your mind, revisit your raw notes and refine them:

  • Expand any gaps or shorthand notes into complete sentences. Make sure your notes are clear, concise, and easy to understand.
  • Organize your notes into clear, distinct sections. Ensure that the points under each section are logical and follow a sequence.
  • Highlight key points, decisions, action items, and due dates for easy reference.

Step 4: Formatting for Readability

Now that you've expanded and organized your notes, it's time to make them reader-friendly:

  • Start with a brief summary of the meeting, detailing the key points and decisions. This will be useful for someone who wants a quick update on the meeting's outcomes.
  • Break down your notes into smaller paragraphs or bullet points for easy scanning. Use headings and subheadings to indicate different sections.
  • Use visual elements like different font styles, colors, or icons to emphasize crucial points or sections. But remember to keep it professional and not go overboard.

When formatting the minutes, keep in mind:

  • Be objective
  • Maintain a consistent tense
  • Avoid using names except when recording motions and seconds
  • Avoid personal observations; keep the minutes fact-based
  • If referring to other documents, indicate where they can be found or attach them as an appendix rather than attempting to summarize them

Step 5: Wrapping Up and Sharing the Minutes

With your meeting minutes now organized and formatted, all that’s left is to finalize and share them with the pertinent individuals:

  • Do a final run-through to check for completeness and eliminate any errors or typos.
  • Depending on your organization’s protocol, you might need to get the minutes approved by the meeting’s leader before dissemination.
  • Once approved, share the final minutes with all the attendees and other relevant stakeholders. It’s also wise to file a copy for future reference. Accurately documenting a brainstorming session is crucial to ensure all ideas are captured and can be revisited later. You can check out our guide to crafting the perfect meeting recap, right here.
people having meeting taking meeting minutes

3 Free Meeting Minutes Templates

Writing meeting minutes becomes a whole lot easier when you have pre-made templates at your disposal. Feel free to customize these templates according to your specific needs or the meeting's requirements:

🤝 Basic Team Meeting Minutes Template: A simple yet comprehensive template for your regular team meetings. It includes sections for meeting details, agenda items, discussions, decisions, action items, and next steps.
🚀 Project Kickoff Meeting Minutes Template: A detailed template designed for project kickoff meetings. It features sections for project overview, objectives, team roles, project timeline, and milestones.

👔 Board Meeting Minutes Template: A more formal template perfect for board meetings. It offers sections for meeting details, attendees, agenda items, discussions, decisions, action items, and next steps.

Pro Tips for Taking Your Meeting Minutes to the Next Level

By now, you have a solid understanding of what it takes to write effective meeting minutes. But why stop at just good when you can aim for great? Try incorporating these expert tips to take your meeting minutes from good to exceptional:

🎥 Record the Meeting: Recording the meeting (with permission!) allows you to pay full attention to the discussion without worrying about missing any key points. Later, you can refer back to the recording to fill in the gaps in your notes.

👥 Collaborate with Your Team: Consider using a collaborative note-taking tool that allows everyone to contribute in real-time. This approach ensures a holistic account of the meeting as different members may focus on different aspects of the discussion.

📝 Use a Meeting Minutes Template: Consistently using a template ensures you capture all the important details and gives your meeting minutes a professional look.

🏃‍♂️ Share Quickly: The sooner you can share the final meeting minutes with your team, the better. Commit to distributing them within 24 hours of the meeting's conclusion so that they can be used to drive action while the meeting is still fresh in everyone's minds.


Why Meeting Minutes Matter: 7 Key Benefits

Meeting minutes are not just a formality - they offer a range of benefits that can significantly improve the effectiveness and efficiency of your meetings. But what exactly are the advantages of meeting minutes?

1. Stay Focused and On Track

Meeting minutes help keep meetings focused and on track by providing a clear meeting agenda and ensuring all important topics are covered within the allotted meeting time. When meeting participants know that minutes are being taken, they are more likely to stay focused and contribute meaningfully to the discussion.  

2. Provide Structure and Clarity

Meeting minutes offer a clear structure and overview of what was discussed, making it easy for absent team members to get up to speed and understand the context of decisions made. By outlining the agenda items, the minutes give an overview of what was discussed and in what order.

3. Keep Everyone Informed

Distributing meeting minutes ensures that all team members, even those who were unable to attend the meeting, have access to the same information and are aware of decisions made and tasks assigned. This is especially important for remote teams or those with flexible working arrangements.

4. Ensure Nothing Gets Forgotten

Meeting minutes serve as a reminder of what was discussed, preventing important topics, key points, or action items from being overlooked or forgotten. By reviewing the minutes after the meeting, team members can refresh their memory about what was discussed and what actions they need to take.

5. Boost Accountability

By clearly outlining who is responsible for what actions and by when, meeting minutes create a sense of ownership and accountability among team members. When individuals know that their actions (or lack thereof) will be recorded in the minutes and reviewed by others, they are more likely to follow through on their commitments.

6. Serve as an Official Record

In some cases, meeting minutes can serve as an official record and legal document of what was discussed and decided during a meeting. This is particularly important for board meetings or other formal meetings where decisions may have legal implications.

7. Enhance Client Relationships

Sharing meeting minutes with clients demonstrates transparency, professionalism, and a commitment to following through on actions and decisions made during the meeting. By providing a clear and professional record of what was discussed, you show that you value their input and are dedicated to maintaining open communication.

Automate Your Meeting Minutes with Jamie AI 🤖

Jamie AI streamlines your entire meeting minutes process, so you can focus on engaging in the conversation rather than worrying about missing key points. Whether you're a designated minute taker preparing formal minutes or a team member looking to stay informed, Jamie AI has you covered.

jamie ai, ai tool for meeting minutes

With Jamie AI, you can:

🎥 Automatically record and transcribe your meetings

Jamie AI records your meetings and generates accurate transcriptions in the blink of an eye, ensuring that every detail is captured in your meeting minutes.

Collaborate on meeting notes effortlessly

Say goodbye to siloed minute-taking. Jamie AI allows all meeting attendees to contribute to a shared set of minutes in real-time, fostering a collaborative environment. No more worrying about missing key points or concerns raised by board members or team members.

🗂️ Keep your meeting minutes organized and accessible

No more hunting through endless folders and emails for previous meeting minutes or related documents. Jamie AI serves as a centralized hub to store and retrieve all your meeting minutes, from formal records to additional notes, making it easy to reference key decisions and action items from the last meeting or any prior discussion.

⚡ Transform raw transcripts into polished meeting minutes instantly

Turning a lengthy transcript into concise, actionable meeting minutes can be daunting, especially when you're trying to do it the same day as the meeting. With Jamie AI, you can automatically generate beautifully formatted minutes with just a few clicks.

🧠 Gain valuable insights from your meeting minutes

Jamie AI doesn't just help you create meeting minutes - it helps you learn from them. By analyzing your minutes and meeting data, Jamie AI provides insights and recommendations to enhance your team's meeting productivity and effectiveness over time, regardless of the meeting type or format.

Integrating Jamie AI into your meeting workflow is a no-brainer! Plus, with Jamie AI's seamless integrations with tools like Google Calendar and Microsoft Word, getting started is a breeze.

Pro Tip: Use Jamie AI's auto-tagging and search features to quickly find and reference specific topics, decisions, or action items from past meeting minutes.

Try Jamie AI for free today and experience the power of AI-enhanced minute-taking, whether you're preparing minutes for a small team huddle or a formal board meeting.

Final Thoughts

Great meeting minutes should be the norm, not the exception.

When every team member can trust that the important details and decisions will be captured and acted upon. When past insights and institutional knowledge are easily accessible and built upon. That's when meetings shift from being seen as a necessary evil to a genuine driver of progress and innovation.

Meeting Minutes FAQs

What are the essential components of effective meeting minutes

Effective meeting minutes typically include:

  • Meeting details (date, time, location)
  • List of attendees and absentees
  • Agenda items discussed
  • Key decisions made
  • Action items assigned, including responsible parties and deadlines
  • Date and time of the next meeting

How can I improve my meeting minutes writing skills?

To improve your meeting minutes writing skills:

  • Use a consistent template
  • Focus on capturing key points rather than verbatim discussions
  • Practice active listening during meetings
  • Review and edit your notes promptly after the meeting
  • Ask for clarification when needed during the meeting
  • Consider using AI tools like Jamie to assist with recording and transcribing

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